PAL Specialist
Company: New American Funding
Location: Tempe
Posted on: June 6, 2021
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Job Description:
Overview The Customer Care Agent works with the Inside Loan Agent
Division and assists by making outbound calls and communicating
with customers regarding initial interest in a home loan refinance
or new home mortgage loan. The primary function of this position is
outbound dialing to communicate with potential customers. By both
gathering information from the customer and providing information
to the loan officer as it relates the customer's specific needs for
and interests in a mortgage loan, the Customer Care Agent gains
knowledge of and experience in the loan origination process.
Successful Customer Care Agents effectively communicate with the
customers and Loan Officers through email and telephone, and
provide a high level of customer service to all parties involved
with the interaction in order to create an exceptional customer
experience. Responsibilities Qualifications To perform this job successfully, an individual must be able to
perform each essential duty satisfactorily. The requirements listed
below are representative of the knowledge, skill, and/or ability
required. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential
functions. Physical Demands: The physical demands described here are representative of those
that must be met by an employee to successfully perform the
essential functions of this job. Reasonable accommodations may be
made to enable individuals with disabilities to perform the
essential functions. Must be able to lift up to ten pounds. Primary
functions require sufficient physical ability and mobility to work
in an office setting; to stand or sit for prolonged periods of
time; to occasionally stoop, bend, kneel, crouch, reach, and twist;
to lift, carry, push, and/or pull light to moderate amounts of
weight; to operate office equipment requiring repetitive hand
movement and fine coordination including use of a keyboard; and to
verbally communicate to exchange information. VISION: See in the
normal visual range with or without correction. HEARING: Hear in
the normal audio range with or without correction. Work Authorization: Must be able to verify identity and employment eligibility to
work in the U.S. EOE/M/F/D/V. Drug-free workplace. #LI-AO1 Responsibilities - Engage in conversation and establish rapport
with customers via email and outbound telephone communication. -
Inquire and gather information as it relates to a customer's
financial situation and financial goals. - Educate both customers
and loan officers about next steps for a customer's file. - Set
realistic expectations for both loan officers and customers in
order to maximize customer satisfaction. - Input data into computer
system as it relates to information gathered for the mortgage loan.
- Disposition customer files appropriately depending on the
interest and ability of customers to proceed with being connected
with a Loan Officer to continue the loan origination process.
Keywords: New American Funding, Tempe , PAL Specialist, Other , Tempe, Arizona
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